Prerequisites

To use priority, reason, and action codes, you need to define the codes before using the ECR-related pages. To have the system automatically generate your ECR numbers, set up automatic numbering for ECRs by using the Automatic Numbering page.

You need to define revisions prior to selecting them on the Items Affected or ECR Header pages.

If you will use the embedded document management system to access ECR and ECR item documents, you can define what function buttons will be available on the ECR document management pages by using the Documentum Component Options page.